What is the 13F Pro Quality Score for ORLY?

13F Pro ranks O REILLY AUTOMOTIVE INC (ORLY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ORLY's current score at https://13fpro.ai/company/ORLY (free sign-up required for the full ranking).

Which hedge funds own the most ORLY stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ORLY include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ORLY as soon as new 13F filings post.

Where does 13F Pro source ORLY data?

All O REILLY AUTOMOTIVE INC fundamentals and ownership data come directly from SEC EDGAR. O REILLY AUTOMOTIVE INC files with the SEC under CIK 898173. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ORLY in?

O REILLY AUTOMOTIVE INC (ORLY) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives ORLY's revenue?

Per O REILLY AUTOMOTIVE INC's latest 10-Q filed with the SEC on 2026-08-07, the biggest revenue drivers are: Sales to professional service provider customers ($2,469,582K); Sales to do-it-yourself customers ($2,336,858K); Other sales and sales adjustments ($85,573K). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ORLY.

What are ORLY's largest expenses?

O REILLY AUTOMOTIVE INC's latest 10-Q reports these as the largest expense items: Cost of goods sold, including warehouse and distribution expenses ($2,375,273K); Selling, general and administrative expenses ($1,530,994K, +8% YoY); Interest expense ($69,871K). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is ORLY research updated on 13F Pro?

ORLY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

O REILLY AUTOMOTIVE INC(ORLY)Stock Analysis

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SEC EDGAR: CIK 898173 ORLY stock profile & AI dashboard →

13F Pro Quality Score

67.4/100

Rank #366 of 2,961 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

49.4/100

Profitability

72.1/100

Balance Sheet

93.8/100

Earnings Quality

36.9/100

Free Cash Flow

59.0/100

Institutional Flow

81.6/100

Revenue Scale

91.9/100

Dilution Risk

85.5/100

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Why ORLY Scores 67/100

exact factor attribution · 2026-09-11

ORLY's composite is driven by scale and capital efficiency, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.3 pts

92th pct

Capital efficiency

+4.4 pts

94th pct

Profitability

+3.3 pts

72th pct

Shareholder dilution

+1.8 pts

86th pct

Institutional flow

+1.6 pts

82th pct

Free cash flow

+1.4 pts

59th pct

Earnings growth

+0.1 pts

53th pct

Revenue growth

-0.1 pts

49th pct

Earnings quality

-1.3 pts

37th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ORLY Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for O REILLY AUTOMOTIVE INC (ORLY), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores ORLY at 67.4/100 on a 32-signal composite quality model, placing it at rank #366 of 2,961 stocks — the top 25% of the AI-ranked universe. ORLY scores in the top quartile across balance sheet strength (93.8), revenue scale (91.9), institutional flow (81.6). Areas of concern include earnings quality (36.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), O REILLY AUTOMOTIVE INC reports quarterly revenue of $4.9B, net income of $715.1M, an operating margin of 20.2%. Top institutional holders of ORLY by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. ORLY trades on the Nasdaq exchange and files with the SEC under CIK 898173. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ORLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for O REILLY AUTOMOTIVE INC directly from SEC EDGAR. O REILLY AUTOMOTIVE INC's 13F Pro composite quality score has ranged between 66 and 79 since 2021, currently 67.4 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about O REILLY AUTOMOTIVE INC

Quirks, history, and lore behind ORLY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. retail chain · large-cap · listed on Nasdaq · headquartered in Missouri.
2
The Numbers
Roughly $16 billion in annual revenue with over 6,000 stores across the country — and it keeps opening new ones at a pace that would exhaust a normal person.
3
The History
Founded in 1957 in Springfield, Missouri by a father and son, it spent decades as a regional player before exploding into a nationwide juggernaut in the 1990s and 2000s.
4
The Secret
Its real competitive edge is a same-day distribution model — most stores can get any part delivered from a nearby hub the same day, which keeps professional mechanics coming back.
5
The Lore
It's one of the few retailers that thrives in recessions — when people can't afford new cars, they fix the old ones, and this company sells them everything they need to do it.
6
The Giveaway
You've driven past that green and red sign a thousand times — the one promising auto parts, tools, and friendly advice from a chain named after an Irish-American family from the Ozarks.

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What's Driving ORLY's Business? Latest 10-Q Breakdown

✓ 16/16 datapoints verified

AI-extracted from O REILLY AUTOMOTIVE INC's 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Sales rose 8% to $4.89B on a 6.0% comparable store sales increase, with gross margin flat at 51.4% and net income up 7% to $715M.

Biggest Revenue Drivers

Sales to professional service provider customers$2,469,582K

Increase in average ticket values and transaction counts for professional service provider customers

Sales to do-it-yourself customers$2,336,858K

Higher average ticket values, partially offset by a decrease in DIY transaction counts

Biggest Revenue Drivers

Total revenue: $4.89B+8% YoY

Sales to professional service provider customers$2,469,582K

Increase in average ticket values and transaction counts for professional service provider customers

Sales to do-it-yourself customers$2,336,858K

Higher average ticket values, partially offset by a decrease in DIY transaction counts

Other sales and sales adjustments$85,573K

Largest Expense Items

Cost of goods sold, including warehouse and distribution expenses$2,375,273K

Improved acquisition costs and distribution operating efficiencies, offset by greater professional mix

Selling, general and administrative expenses$1,530,994K+8% YoY

Additional Team Members and operating expenses to support increased sales and store count

Interest expense$69,871K

Increased interest expense on higher average outstanding borrowings

Provision for income taxes$209,011K+8% YoY

Higher taxable income and lower excess tax benefits from share-based compensation

Margins: Gross profit was 51.4% of sales, flat YoY, as improved acquisition costs and distribution efficiencies were offset by a greater professional service provider sales mix carrying lower margin. SG&A rose to 31.3% of sales.

Watch Items from the Filing

Shareholders' deficit widened to $1.84B after $1.51B of share repurchases in the quarter; long-term debt rose to $7.01B from $6.02B at year-end.
DIY transaction counts declined, with comparable store sales growth driven by average ticket values and professional transaction counts.
Supplier finance program obligations of $5.1 billion are included in accounts payable of $7.38B.
Comparable store sales increased 6.0% versus 4.1% a year ago; 51 net new stores opened, with 225 to 235 net new openings anticipated in 2026.
$2.0 billion remained under the share repurchase authorization at June 30, 2026; 7.6 million more shares repurchased for $658.5 million through August 7.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$4.9B

Net Income

Q2 2026

$715.1M

Free Cash Flow

Q2 2026

$698.9M

Operating Margin

Q2 2026

20.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.4% YoY

$17.78BFY 2025

FY22 $14.41BFY23 $15.81BFY24 $16.71BFY25 $17.78B

Net Income

+6.3% YoY

$2.54BFY 2025

FY22 $2.17BFY23 $2.35BFY24 $2.39BFY25 $2.54B

Operating Income

+6.4% YoY

$3.46BFY 2025

FY22 $2.95BFY23 $3.19BFY24 $3.25BFY25 $3.46B

EPS (Diluted)

+1543.6% YoY

$2.97FY 2025

FY22 $2.23FY23 $0.17FY24 $0.18FY25 $2.97

Total Assets

+11.0% YoY

$16.54BFY 2025

FY22 $12.63BFY23 $13.87BFY24 $14.89BFY25 $16.54B

Total Debt

+9.0% YoY

$6.02BFY 2025

FY22 $4.37BFY23 $5.57BFY24 $5.52BFY25 $6.02B

Op. Cash Flow

-9.4% YoY

$2.76BFY 2025

FY22 $3.15BFY23 $3.03BFY24 $3.05BFY25 $2.76B

Free Cash Flow

-21.4% YoY

$1.59BFY 2025

FY22 $2.58BFY23 $2.03BFY24 $2.03BFY25 $1.59B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$17.78B +6.4%	$16.71B +5.7%	$15.81B +9.7%	$14.41B +8.1%	$13.33B +14.8%	$11.60B
Net Income	$2.54B +6.3%	$2.39B +1.7%	$2.35B +8.0%	$2.17B +0.4%	$2.16B +23.5%	$1.75B
Operating Income	$3.46B +6.4%	$3.25B +2.0%	$3.19B +7.8%	$2.95B +1.3%	$2.92B +20.6%	$2.42B
EPS (Diluted)	$2.97 +1543.6%	$0.18 +5.9%	$0.17 -92.3%	$2.23 +7.5%	$2.07 +32.2%	$1.57
Total Assets	$16.54B +11.0%	$14.89B +7.4%	$13.87B +9.9%	$12.63B +7.8%	$11.72B +1.1%	$11.60B
Total Debt	$6.02B +9.0%	$5.52B -0.9%	$5.57B +27.4%	$4.37B +14.2%	$3.83B -7.2%	$4.12B
Operating Cash Flow	$2.76B -9.4%	$3.05B +0.5%	$3.03B -3.6%	$3.15B -1.8%	$3.21B +13.1%	$2.84B
Free Cash Flow	$1.59B -21.4%	$2.03B -0.1%	$2.03B -21.6%	$2.58B -6.5%	$2.76B +16.6%	$2.37B

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Available Research

13F Pro tracks comprehensive data for O REILLY AUTOMOTIVE INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ORLY

BlackRock, Inc.
$6.0B64,611,159 sh
VANGUARD CAPITAL MANAGEMENT LLC
$5.0B54,153,543 sh
STATE STREET CORP
$3.4B36,716,335 sh
Invesco Ltd.
$2.5B26,613,289 sh
GEODE CAPITAL MANAGEMENT, LLC
$2.2B24,183,471 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B15,823,209 sh
MORGAN STANLEY
$1.4B15,461,213 sh
PRINCIPAL FINANCIAL GROUP INC
$1.3B14,208,385 sh
FMR LLC
$1.3B13,912,750 sh
NORGES BANK
$1.3B13,734,627 sh

Fund	Value	Shares
BlackRock, Inc.	$6.0B	64,611,159
VANGUARD CAPITAL MANAGEMENT LLC	$5.0B	54,153,543
STATE STREET CORP	$3.4B	36,716,335
Invesco Ltd.	$2.5B	26,613,289
GEODE CAPITAL MANAGEMENT, LLC	$2.2B	24,183,471
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	15,823,209
MORGAN STANLEY	$1.4B	15,461,213
PRINCIPAL FINANCIAL GROUP INC	$1.3B	14,208,385
FMR LLC	$1.3B	13,912,750
NORGES BANK	$1.3B	13,734,627

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Is ORLY a good stock to buy?

13F Pro's AI-powered analysis of O REILLY AUTOMOTIVE INC (ORLY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ORLY are available on the ORLY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ORLY is classified as a large company.

Which hedge funds own ORLY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ORLY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of O REILLY AUTOMOTIVE INC's investment landscape.